OPTIFOUR INTEGRATED WEALTH MANAGEMENT, LLC
CRD #115991 SEC #801-61415 MCLEAN, VA 703-847-0965
SEC Registered
Total AUM
$301.8M
Discretionary
$267.9M
Employees
2
Clients
101
Accounts
1,015
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 29, 2019
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BURNETT, WESTON, DYER | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BURNETT, WESTON, DYER | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BURNETT, WESTON, DYER | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BURNETT, WESTON, DYER | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BURNETT, WESTON, DYER | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BURNETT, WESTON, DYER | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BURNETT, WESTON, DYER | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BURNETT, WESTON, DYER | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BURNETT, WESTON, DYER | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BURNETT, WESTON, DYER | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BURNETT, WESTON, DYER | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BURNETT, WESTON, DYER | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BURNETT, WESTON, DYER | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BURNETT, WESTON, DYER | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BURNETT, WESTON, DYER | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BURNETT, WESTON, DYER | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BURNETT, WESTON, DYER | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BURNETT, WESTON, DYER | I | CHIEF COMPLIANCE OFFICER | D | Control |
| COHEN, IRWIN, MARK | I | PRINCIPAL AND MANAGER | D | Control |
| COHEN, IRWIN, MARK | I | PRINCIPAL AND MANAGER | D | Control |
| COHEN, IRWIN, MARK | I | PRINCIPAL AND MANAGER | D | Control |
| COHEN, IRWIN, MARK | I | PRINCIPAL AND MANAGER | D | Control |
| COHEN, IRWIN, MARK | I | PRINCIPAL AND MANAGER | D | Control |
| COHEN, IRWIN, MARK | I | PRINCIPAL AND MANAGER | D | Control |
| COHEN, IRWIN, MARK | I | PRINCIPAL AND MANAGER | D | Control |
| COHEN, IRWIN, MARK | I | PRINCIPAL AND MANAGER | D | Control |
| COHEN, IRWIN, MARK | I | PRINCIPAL AND MANAGER | D | Control |
| COHEN, IRWIN, MARK | I | PRINCIPAL AND MANAGER | D | Control |
| COHEN, IRWIN, MARK | I | PRINCIPAL AND MANAGER | D | Control |
| COHEN, IRWIN, MARK | I | PRINCIPAL AND MANAGER | D | Control |
| COHEN, IRWIN, MARK | I | PRINCIPAL AND MANAGER | D | Control |
| COHEN, IRWIN, MARK | I | PRINCIPAL AND MANAGER | D | Control |
| COHEN, IRWIN, MARK | I | PRINCIPAL AND MANAGER | D | Control |
| COHEN, IRWIN, MARK | I | PRINCIPAL AND MANAGER | D | Control |
| COHEN, IRWIN, MARK | I | PRINCIPAL AND MANAGER | D | Control |
| COHEN, IRWIN, MARK | I | PRINCIPAL AND MANAGER | D | Control |
Registrations
Federal
IA
May 29, 2019 REGISTERED
Notice Filings (10)
AZ CA CT DC FL MD NH NY TX VA
Address
7601 LEWINSVILLE RDSUITE 205
MCLEAN, VA 22102
United States
Phone: 703-847-0965